[mathisfun123]

I really do wonder who they're targeting as a paying customer. What dev/team is all of these things

1. Getting paid to work on ML to such an extent that perf is important (enough)

2. Comfortable leaving the warm confines of python and a huge ecosystem

3. Willing to learn a brand new, closed source, beta maturity language

4. Does inference on CPU

5. Willing to run their inference pipeline behind some FaaS layer because that's how I'm assuming modular plans to make money? The alternative is an honest to goodness licensed compiler and that seems even more farfetched (though I guess not beyond the realm of possibility).

What I wouldn't give to be in the room when they're pitching VCs because they've managed to raise a lot of money for what looks like a TAM of like 5 people.

[capitalsigma]

It seems like they're targeting AI chip start ups with the promise of a compiler framework that can integrate with a custom backend

[mathisfun123]

that doesn't jive at all with "closed source" and "walled garden" and "remote sdk".